Avantax Planning Partners’s Avantis US Equity ETF AVUS Stock Holding History

Avantax Planning Partners’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,851	Closed	-$206K	–	460
2026 Q1	$206K	Sell	1,851 -1,128	-38%	-$129K	0.01%	417
2025 Q4	$333K	Hold	2,979	–	–	0.01%	336
2025 Q3	$324K	Sell	2,979 -163	-5%	-$17.1K	0.01%	339
2025 Q2	$317K	Buy	3,142 +788	+33%	+$73.8K	0.01%	344
2025 Q1	$217K	Buy	+2,354	New	+$229K	0.01%	395

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Avantax Planning Partners's AVUS Position: Q2 2026 in Review

Avantax Planning Partners sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 1,851 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in AVUS in Q1 2025 and held it in 5 quarters. The position peaked at $333K in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Avantax Planning Partners reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 1,851 Avantis US Equity ETF shares in Q2 2026, an estimated $206K.
Avantax Planning Partners first reported a position in Avantis US Equity ETF in Q1 2025 and held it in 5 quarters.
Avantax Planning Partners's Avantis US Equity ETF position peaked at $333K in Q4 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.